guys, back to you. >> thank you so much, bob. nearly a month ago, byron wien told us that the market was getting ahead of itself and profit margins could take it back. >> that was back on the 27th. since then, the markets have continued to climbing. joining us, byron wien, happy friday, byron. >> yeah, i'm still there. >> so you're still cautious? the market has continued higher. >> well, yeah, you know, as long as the fed is pumping $85 billion a month into the market, a lot of that is designed to go into the real economy. but it ends up going into financial assets. so it's been pushing stocks higher. but, you know, the earnings season is starting to -- is upon us. and we've already had indications from federal express and oracle that it's a tough environment out there. >> well, let me ask you about the environment, broadly speaking, in terms of the corporate side of the story, byron. because, of course, we know this week, we saw deterioration in the transports. we saw fedex reporting disappointment. oracle reported disappointme